Agregate names based on percentage

[bilingual]

Hi everbody i am struggling with some differences Excel vs PowerBI  

I have this data (Example)

Name (Text)	Number	Percentage of total (calculated measure)
A	100	10
B	50	5
C	200	20
D	50	5
E	100	10
F	100	10
G	50	5
H	200	20
I	100	10
J	50	5

I need to find a measure which can aggregate both percentage and names, for example if i want to aggregate values less/equual to 5 percent:

Name (Text)	Number	Percentage of total (calculated measure)
A	100	10
C	200	20
E	100	10
F	100	10
H	200	20
I	100	10
Combined Names with less than/equal to 5 percent	200	20

How is the easiest way to do so? - mind the percentage of total is a measure

In Excel it would be an IF formular

Kind regards Daniel

[v-yalanwu-msft]

Hi, @bilingual ;

Is your problem solved?  If so, kindly mark the proper reply as a solution to help others having the similar issue and close the case. If not, let me know and I'll try to help you further.

Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[v-yalanwu-msft]

Hi, @bilingual ;

You nees another table then create a measure.

1.create a table.

Name = UNION( FILTER( VALUES('Table'[Name (Text)]),[Percentage of total]>5),{"less than/equal to 5 percent "})

2.create a measure.

Measure = IF(MAX('Name'[Name (Text)]) in VALUES('Table'[Name (Text)]), 
CALCULATE([Percentage of total],FILTER('Table',[Name (Text)]=MAX('Name'[Name (Text)]))),
SUMX(SUMMARIZE(FILTER('Table',[Percentage of total]<=5),"1",[Percentage of total]),[1]))

The final show:

Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[bilingual]

Thanks a lot, however as my primarry Data contains Dates as well and there Duplicate Names , it seems to have problems using for example week samples, could you maybe help? 🙂

[v-yalanwu-msft]

Hi， @bilingual ；

So what does your sample look like? Can you update your sample and the results you wish to output?

Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.